đš CONFIDENCE IN THE AI TRADE HOLDS
Investors are no longer chasing hypeâthey want proof.
Daniel Newman highlights that real AI-driven earnings are now the focus, with cloud growth, ad revenue, and capital spending under the spotlight.
The S&P rally is also broadening, showing that market strength isnât limited to just a few names. Momentum is real, confidence is strong, and enthusiasm around AI remains firmly intact. đ€đ
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